Buildings

Jordan Thatcher

Senior Tax Consultant
Education and Credentials

As a Senior Tax Consultant at SteelPeak Wealth, Jordan Thatcher brings 10 years of expertise in accounting, tax preparation, and tax planning. With a reputation for providing comprehensive financial solutions, Jordan specializes in helping both individuals and businesses maximize tax efficiency and minimize liabilities. She takes a personalized approach to each client’s financial situation, delivering tailored strategies that support both short-term objectives and long-term success.

In addition to her tax expertise, Jordan is a skilled paralegal with a focus on corporate compliance, assisting businesses in navigating the complexities of legal requirements and ensuring they remain in good standing with regulatory standards.

Outside of her professional life, Jordan enjoys spending quality time with her family, exploring the outdoors, and working on home remodeling projects.

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Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
Schedule a Meeting with
Jordan
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Wayne T. Slappy
Wealth Advisor
Colin Kapp
Director of Marketing
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Spencer Mittin
Client Service Associate
Nicolo Gori
Client Service Associate
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Mike Shotton
Sr. Vice President, Wealth Advisor
Michelle Nanoff
Senior Client Service Associate
Maddie Zakarian
Administrative Specialist
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Lioness Ebbay, Esq.
Director of Estate Consulting
James Cordle
Senior Trader
Pete Alliegro, CFA
Director of Business Development
Amalia Uribe
Human Resources Manager
Nick Sailer
Investment Analyst
Matthew Keller
Vice President, Wealth Advisor
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Bardia Maghami
Fund Operations Associate
Joshua Fein
Controller
Billy Yeh
Director of Insurance Solutions
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Joseph Brandolino
Client Service Associate
Kim Zajic
Chief Administration Officer
Morten Roness, MBA
Vice President, Wealth Advisor
Summer Larzelere
Senior Tax Consultant
Michael Rashtian
Vice President, Wealth Advisor
Tony Walsh
Chief Operating Officer
Rich Winer
Vice President, Wealth Advisor
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Samantha Orellana
Client Service Associate
Eric Hua
Portfolio Manager
Alexis Prigo
Executive Assistant
Daisy Stinson
Client Service Associate
Lisa Tashtchian
Business Development Coordinator
Lexi Shaheri
Client Service Associate
Teddy Weber, CPA
Tax Associate
Airene Williamson
Chief Legal Officer
Cole Murphy
Business Development Associate
Leonard Green
Compliance Manager
Steven Dymant
Director of Alternative Solutions
Rina Pineda, CPA, MST
Director of Tax Consulting
Stephanie Valderrama
Administrative Assistant
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Flavia Nunes
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Cecilia Escobar
Senior Client Service Associate
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Kingsley Choi
Wealth Advisor/Associate Wealth Advisor
Roger Lopez
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James Cotton
Operations Associate
Omeri Davidi
Operations Associate
Nina Weiss
Client Service Associate
Victoria Harding
Corporate Development Analyst
Tyler Resh
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Justin Iskander, CPA
Investment Analyst
Ryan Saidi, AIF®
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Robert Venezia
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